-43.6%
APH vs DE
+17.0%
-60.6%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3mo.
| Period | Portfolio | DE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | +5.9% | -53.7% | -43.7% |
| 7D | -48.7% | +11.4% | -60.1% | -45.1% |
| 30D | -51.9% | +13.3% | -65.3% | -48.6% |
| 3M | -43.6% | +17.5% | -61.1% | -41.8% |
| All | -43.6% | +17.0% | -60.6% | -41.8% |
Cumulative growth
Daily Returns
Daily percentage return beside DE.
Daily Out/Under-Performance
Portfolio return minus DE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DE return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3mo: compounded portfolio wealth divided by compounded DE wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3mo analysis · Full analysis span regression · Available span rolling